Kerrie Douglas signed John Nagle Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
John Nagle Co.'s EIN is 04-1649260.
Download the official 2024 Form 5500 (PDF) for John Nagle Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)John Nagle Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.8M | 87.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $974K | 9.7% | |
| [Assets held in participant loans] | Other | — | — | $140K | 1.4% |
